B.O.S.S. Retirement Advisors, LLC New Holdings in Q4 2024

B.O.S.S. Retirement Advisors, LLC

  • $358 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
306K
New
$31.55 - $32.84 $9.65M - $10M
306K $9.91B
Invesco Actively Managed Exc
313K
New
N/A
313K $8.03B
Aim ETF Products Trust
242K
New
N/A
242K $7.36B
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
197K
New
N/A
197K $6.63B
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
157K
New
N/A
157K $5.58B
First Tr Exchng Traded Fd Vi
108K
New
N/A
108K $3.64B
PSN
Parsons Corp

Industrials
25.2K
New
$92.25 - $113.31 $2.32M - $2.85M
25.2K $2.32B
IWP
Ishares Russell Mid Cap Growth

ETFs
14.8K
New
$116.4 - $138.52 $1.73M - $2.05M
14.8K $1.88B
TYA
Simplify Exchange Traded Fds S

ETFs
140K
New
N/A
140K $1.72B
CSGP
Costar Group, Inc.

Real Estate
24K
New
$69.7 - $81.97 $1.67M - $1.97M
24K $1.72B
IDEV
Ishares Core Msci Intl Develop

ETFs
23.9K
New
$64.18 - $70.42 $1.53M - $1.68M
23.9K $1.54B
NOW
Service Now, Inc.

Technology
1.4K
New
$867.18 - $1148.42 $1.21M - $1.61M
1.4K $1.48B
TLT
Ishares Barclays 20+ Year Trea

ETFs
16.7K
New
$87.1 - $98.49 $1.46M - $1.65M
16.7K $1.46B
CLOI
Vaneck ETF Tr

ETFs
27.4K
New
$52.7 - $53.15 $1.44M - $1.46M
27.4K $1.45B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.46K
New
$567.81 - $607.81 $1.4M - $1.5M
2.46K $1.44B
HUBS
Hubspot Inc

Technology
1.95K
New
$514.07 - $757.4 $1M - $1.48M
1.95K $1.36B
VTWO
Vanguard Russell 2000 ETF

ETFs
14.4K
New
$87.42 - $98.06 $1.26M - $1.42M
14.4K $1.29B
Neuberger Berman ETF Trust
46.7K
New
N/A
46.7K $1.23B
Atlassian Corporation
5.02K
New
N/A
5.02K $1.22B
SHOP
Shopify Inc.

Technology
11.3K
New
$78.14 - $119.49 $885K - $1.35M
11.3K $1.2B
BUCK
Simplify Exchange Traded Fds S
48.9K
New
N/A
48.9K $1.2B
OZ
Belpointe Prep, LLC

Real Estate
15.2K
New
$63.55 - $80.07 $967K - $1.22M
15.2K $1.18B
IAUM
I Shares Gold Trust Micro

ETFs
44.4K
New
$25.56 - $27.81 $1.13M - $1.23M
44.4K $1.16B
VEEV
Veeva Systems Inc

Healthcare
5.17K
New
$201.81 - $250.45 $1.04M - $1.3M
5.17K $1.09B
WDAY
Workday, Inc.

Technology
4.2K
New
$233.85 - $279.91 $982K - $1.18M
4.2K $1.08B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
37.6K
New
$28.6 - $29.27 $1.07M - $1.1M
37.6K $1.08B
GLD
Spdr Gold Trust

ETFs
4.43K
New
$236.59 - $257.5 $1.05M - $1.14M
4.43K $1.07B
SCHX
Schwab Strategic Tr Us Large C

ETFs
45.1K
New
$22.4 - $68.28 $1.01M - $3.08M
45.1K $1.04B
Ishares Tr
41.1K
New
N/A
41.1K $1.04B
MSCI
Msci Inc.

Financial Services
1.6K
New
$569.09 - $635.99 $912K - $1.02M
1.6K $961M
VGIT
Vanguard Intermediate Term Tre

ETFs
16.1K
New
$57.78 - $60.4 $929K - $971K
16.1K $932M
CDNS
Cadence Design Systems Inc

Technology
2.95K
New
$249.1 - $324.54 $734K - $957K
2.95K $886M
MASI
Masimo Corp

Healthcare
5.33K
New
$132.43 - $177.7 $706K - $947K
5.33K $881M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.56K
New
$238.25 - $261.28 $847K - $929K
3.56K $861M
JULZ
Listed Fds Tr Trueshares Struc

Technology
20.6K
New
N/A
20.6K $858M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
25.7K
New
$33.07 - $35.18 $849K - $904K
25.7K $857M
NOVZ
Listed Fds Tr Trueshares Struc
21.1K
New
N/A
21.1K $849M
MARZ
Listed Fds Tr Trueshares Struc

ETFs
26.7K
New
$31.35 - $33.73 $838K - $902K
26.7K $838M
SAIA
Saia Inc

Industrials
1.8K
New
$411.44 - $569.08 $740K - $1.02M
1.8K $820M
Pimco ETF Tr
32.4K
New
N/A
32.4K $818M
Listed Fd Tr
20.7K
New
N/A
20.7K $809M
SCHG
Schwab Strategic Tr Us Large C

ETFs
29K
New
$25.93 - $105.3 $752K - $3.05M
29K $808M
SHV
Ishares Tr

ETFs
6.98K
New
$109.92 - $110.57 $767K - $771K
6.98K $768M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.87K
New
$370.24 - $418.94 $692K - $783K
1.87K $751M
ODFL
Old Dominion Freight Line, Inc.

Industrials
4.19K
New
$176.4 - $231.84 $738K - $970K
4.19K $738M
SNPS
Synopsys Inc

Technology
1.52K
New
$485.36 - $588.0 $736K - $892K
1.52K $736M
USFR
Wisdomtree Floating Rate Treas

ETFs
14.6K
New
$50.23 - $50.46 $731K - $734K
14.6K $732M
DFSD
Dimensional ETF Tr Short Durat

ETFs
14.7K
New
$46.75 - $47.8 $687K - $703K
14.7K $689M
MDB
Mongo Db, Inc.

Technology
2.61K
New
$232.81 - $350.13 $606K - $912K
2.61K $606M
Activity Summary
Buys All Purchases 142 New Holdings 96 Increased Positions 46 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 1 Puts 1
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